Layouts Introduction
Layouts are custom views for displaying and managing Object records. They provide structured interfaces for viewing, creating, and editing records with organized sections and fields.
What are Layouts?
Layouts are visual configurations that:
- Display Object Data: Show records in organized, user-friendly views
- Organize Fields: Group related fields into sections
- Support Multiple Views: Provide different display types (View360, Simple Layout, Mixed Layout, Estimator, Flows)
- Enable Record Management: Support creating, viewing, and editing records
- Associate with Objects: Each layout is linked to a specific Object
Layout Types
| Type | Description | Best For |
|---|---|---|
| View360 | Comprehensive 360-degree view displaying all related information about a record, including related records from other Objects | Customer profiles, detailed record views, multi-entity dashboards |
| Simple Layout | Straightforward form-based layout for creating and editing records with organized sections | Data entry forms, quick record editing, simple CRUD operations |
| Mixed Layout | Combination layout with multiple sections and different display types (forms + datagrids) | Record details with related lists, complex record management |
| Estimator | Specialized layout for price estimation and calculation | Pricing workflows, quotes, cost calculations |
| Flows | Layout displaying workflow interfaces and execution forms | Workflow forms, guided processes, step-by-step data collection |
Key Features
Sections
Layouts are organized into sections that group related fields together for better organization and user experience.
Default Layouts
Each Object can have a default layout that is automatically used when viewing or editing records.
Directory Organization
Layouts can be organized in folders (directories) for better management and navigation.
Workflow Integration
Layouts can be associated with workflows to enable custom edit functionality and business logic.
Layout Configuration
Each layout includes:
- Name: Unique identifier for the layout
- Description: Optional description
- Associated Object: The Object whose records are displayed
- Display Type: The type of layout (View360, Simple Layout, Mixed Layout, Estimator, Flows)
- Sections: Organized groups of fields
- Directory: Optional folder for organization
- Default Flag: Whether this is the default layout for the Object
Using Layouts
Layouts are used:
- In Pages: Embedded as components in dashboard pages
- For Record Management: Viewing, creating, and editing Object records
- As Drill-Down Targets: Navigated to from datagrids and reports
- In Workflows: Referenced in workflow actions and forms
Getting Started
- Creating Layouts: Learn how to create layouts with different display types
- Configure Sections: Add and organize sections based on the layout type
- Set as Default: Configure default layouts for Objects
Related Introduction
- Creating Layouts - Step-by-step guide to creating layouts
- Objects Introduction - Understand the data models displayed in layouts
- Workflows Introduction - Learn about workflows used with layouts
- Datagrids Introduction - Understand how layouts relate to datagrids